Oh THAT $300B Contract With OpenAI…

Oh THAT $300B Contract With OpenAI…

Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg) Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register) YouTube’s multi-language audio feature for dubbing videos rolls out to all creators (TechCrunch) AI’s $344 Billion ‘Language Model’ Bet Looks Fragile (Bloomberg) How Oracle’s Larry Ellison rode the AI ‘tsunami’ (Financial Times) Paris 1944: Occupation, Resistance, Liberation: A Social History Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2270)

Mon. 04/24 – And More Twitter Stuff

Mon. 04/24 – And More Twitter Stuff

Would you believe me if I told you there was more Twitter chaos over the weekend. More details on the Apple headset. Is ARM about to abandon its Switzerland strategy? Interesting data about how Netfli...

24 Apr 202316min

(Bonus) Chamath Palihapitiya Interview

(Bonus) Chamath Palihapitiya Interview

Again, my Internet History Podcast interview with Chamath Palihapitiya of the All In podcast from 2016. Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 202356min

(Bonus) Jason Calacanis Interview

(Bonus) Jason Calacanis Interview

Again, this is a republishing of my Jason Calacanis interview from the Internet History Podcast. Sponsors: Bloomberg.com/careers Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Apr 20231h 24min

Fri. 04/21 – Twitter Stuff

Fri. 04/21 – Twitter Stuff

More… I dunno… Twitter things are happening. Google is consolidating its AI efforts. We now have a hint about what that startup Humane might be creating. The US wants to get a jump start on 6G technol...

21 Apr 202318min

Thu. 04/20 – Elon’s Having A Heck Of A 4/20

Thu. 04/20 – Elon’s Having A Heck Of A 4/20

Are Elon and Microsoft fully at war at this point? Does Coinbase already have one foot out the country at this point? Is OpenAI careening toward a run-in with GDPR? And, Stability AI’s big play to com...

20 Apr 202315min

Wed. 04/19 – The End Of Netflix’s Red Envelopes

Wed. 04/19 – The End Of Netflix’s Red Envelopes

That Netflix ad tier seems to be paying off. But it’s also the end of the road for those famous red envelopes. We’re about to see a foldable Pixel phone. More layoffs from Meta. More links in bio for ...

19 Apr 202315min

Tue. 04/18 – Is The AI Era Kicking Off A New Generation Of Silicon?

Tue. 04/18 – Is The AI Era Kicking Off A New Generation Of Silicon?

Is the AI revolution going to kick of a silicon revolution with a whole new generation of chips? Coinbase would consider leaving the US if it can’t get clarity from regulators. Is the Apple savings ac...

18 Apr 202318min

Mon. 04/17 – Is Google About To Lose Samsung?

Mon. 04/17 – Is Google About To Lose Samsung?

Hey everybody, back from Ireland, and man, the universe dumped all the news on me this morning. Google is rushing to add AI to search because they’re afraid Samsung is about to jump ship to Bing. More...

17 Apr 202319min

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